We are live on ! Find out more
UMH

UMH Properties
UMH

89 hedge funds and large institutions have $115M invested in UMH Properties in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

106% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 18

62% more call options, than puts

Call options by funds: $84K | Put options by funds: $52K

13% more capital invested

Capital invested by funds: $102M → $115M (+$12.8M)

7% more funds holding

Funds holding: 83 → 89 (+6)

0.27% more ownership

Funds ownership: 41.51% → 41.77% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
37
Reduced
18
Closed
1
Calls
$84K
Puts
$52K
Net Calls
+$32K
Net Calls Change
+$59K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$1.64M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$871K
3
LPL Financial
LPL Financial
California
+$598K
4
BI
Boulegeris Investments
Georgia
+$517K
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$291K

Top Sellers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
-$599K
2
Deutsche Bank
Deutsche Bank
Germany
-$504K
3
RR
Robotti Robert
-$258K
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$246K
5
RFC
Russell Frank Company
Washington
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
TFS Capital
Pennsylvania
$750K -$599K -60,821 -45%
Morgan Stanley
27
Morgan Stanley
New York
$687K +$115K +11,661 +21%
WS
28
Wedbush Securities
California
$686K – – –
BA
29
Bard Associates
Illinois
$664K – – –
PPA
30
Parametric Portfolio Associates
Washington
$619K +$21.2K +2,152 +4%
Asset Management One
31
Asset Management One
Japan
$590K +$13.3K +1,350 +2%
JP Morgan Chase
32
JP Morgan Chase
New York
$569K -$26.6K -2,700 -5%
SO
33
STRS Ohio
Ohio
$458K +$11.6K +1,174 +3%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$443K +$31K +3,147 +8%
Charles Schwab
35
Charles Schwab
California
$403K – – –
TA
36
Teachers Advisors
New York
$346K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$331K -$108K -10,977 -25%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$327K +$985 +100 +0.3%
HCM
39
Highlander Capital Management
New Jersey
$326K +$112K +11,400 +55%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$315K +$16.2K +1,640 +6%
CIS
41
Connors Investor Services
Pennsylvania
$272K – – –
MAM
42
Martingale Asset Management
Massachusetts
$271K – – –
TIAAOA
43
Teachers Insurance & Annuity Association of America
New York
$269K +$3.96K +402 +2%
Invesco
44
Invesco
Georgia
$269K +$8.24K +836 +3%
AAM
45
Advisors Asset Management
Colorado
$237K -$14.4K -1,457 -6%
RJA
46
Raymond James & Associates
Florida
$236K +$12.2K +1,238 +6%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$235K – – –
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$205K – – –
CCB
49
Cutter & Co Brokerage
Missouri
$201K – – –
UBS Group
50
UBS Group
Switzerland
$196K -$9.32K -946 -5%
1
2
3 4

UMH Hedge Fund Activity: Q4 2015 in Review

89 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2015, worth a combined $115M — up 13% from $102M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UMH positions and 1 closed out — a net gain of 6 holders — while 37 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.64M. The largest seller was TFS Capital, cutting an estimated $599K.

  • 89 institutional investors held UMH Properties (UMH) as of Q4 2015, up from 83 in Q3 2015.
  • Funds reported $115M of UMH Properties stock for Q4 2015, up 13% quarter-over-quarter.
  • 7 funds opened new UMH Properties positions in Q4 2015 and 1 closed out, a net change of +6 holders.
  • The largest UMH Properties buyer in Q4 2015 was BlackRock Fund Advisors, an estimated $1.64M added.
  • The largest UMH Properties seller in Q4 2015 was TFS Capital, an estimated $599K sold.

Based on aggregated 13F filings for Q4 2015.